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At a Glance
Market Segments
Small-Business (96.3% of reviews)
Small-Business (80.4% of reviews)
Entry-Level Pricing
$39.00 Per Month
No pricing available
Assembly
Star Rating
(278)4.8 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansSmartVault
Star Rating
(102)4.3 out of 5
Market Segments
Small-Business (80.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about SmartVaultSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that SmartVault excels in its document signing capabilities, with a high rating of 9.4 for Document Signing, while Copilot, although strong, does not have a specific rating for this feature, indicating that SmartVault may be the preferred choice for businesses prioritizing e-signature functionality.
- Reviewers mention that Copilot shines in its ease of use, scoring 9.5 compared to SmartVault's 8.7, suggesting that users find Copilot's interface more intuitive and user-friendly, which can significantly enhance productivity for small businesses.
- G2 users highlight that Copilot offers superior mobile app functionality, with a score of 8.1, while SmartVault's mobile app received a lower score of 8.4. This indicates that Copilot may provide a more seamless experience for users who rely on mobile access.
- Users on G2 report that SmartVault has a robust file management system, particularly in Device Syncing (8.7) and File Type Support (9.0), which are essential for businesses that handle various document types and need reliable access across devices.
- Reviewers say that Copilot's quality of support is exceptional, with a score of 9.5, compared to SmartVault's 8.6. This suggests that users may find Copilot more responsive and helpful when issues arise, which is crucial for maintaining business operations.
- Users report that SmartVault's contract management features, such as Contract Creation (9.0) and Approval Process (9.2), are highly rated, making it a strong contender for businesses that require comprehensive contract handling capabilities, while Copilot's specific ratings in these areas are not as prominently highlighted.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
For new businesses
- CRM
- Client portal
- Messaging and team inbox
SmartVault
No pricing availableFree Trial
Assembly
Free Trial is available
SmartVault
No trial information availableRatings
Meets Requirements
8.9
216
8.8
55
Ease of Use
9.4
224
8.7
59
Ease of Setup
9.4
203
8.3
30
Ease of Admin
9.3
193
8.5
27
Quality of Support
9.5
195
8.4
60
Has the product been a good partner in doing business?
9.5
185
8.5
26
Product Direction (% positive)
9.7
206
8.3
48
Features by Category
Signature Process
9.2
60
Not enough data
8.6
56
Not enough data
9.5
61
Not enough data
8.9
57
Not enough data
8.7
59
Not enough data
7.4
53
Not enough data
8.2
55
Not enough data
8.8
56
Not enough data
Agentic AI - E-Signature
6.5
11
Not enough data
7.6
11
Not enough data
7.0
11
Not enough data
7.0
11
Not enough data
7.1
11
Not enough data
7.1
11
Not enough data
Security and Scalability
8.6
54
Not enough data
9.0
53
Not enough data
8.9
52
Not enough data
Platform
9.1
71
Not enough data
9.0
66
Not enough data
8.7
66
Not enough data
9.3
66
Not enough data
8.5
65
Not enough data
File Management
9.4
31
8.6
38
9.5
33
8.8
40
9.6
33
9.0
40
9.1
33
8.8
37
7.9
26
8.2
27
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
8.3
37
9.6
33
8.7
40
9.0
27
7.3
29
8.7
26
7.7
28
Administration
9.5
34
8.4
34
9.2
31
8.3
34
9.6
31
8.8
27
9.2
28
9.1
27
9.3
27
8.8
26
9.4
33
9.3
39
Platform
9.1
41
8.8
20
8.9
34
8.5
16
8.9
33
8.7
15
8.8
34
8.8
11
Document Creation
7.7
10
Not enough data
6.8
10
Not enough data
7.2
9
Not enough data
7.2
10
Not enough data
7.7
10
Not enough data
8.3
10
Not enough data
Workflow
7.8
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
Analytics
7.0
10
Not enough data
7.5
10
Not enough data
7.8
10
Not enough data
Administration and Platform
8.6
11
Not enough data
9.1
11
Not enough data
8.0
10
Not enough data
8.5
10
Not enough data
7.3
8
Not enough data
8.8
8
Not enough data
Generative AI
6.0
7
Not enough data
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
8.3
25
Not enough data
8.3
25
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
6.3
9
Not enough data
Billing
8.8
13
Not enough data
7.7
13
Not enough data
7.7
13
Not enough data
6.4
13
Not enough data
Dunning
7.6
13
Not enough data
7.3
13
Not enough data
6.9
13
Not enough data
Performance
7.3
13
Not enough data
7.1
13
Not enough data
6.9
13
Not enough data
Reporting
5.9
11
Not enough data
5.5
10
Not enough data
5.5
10
Not enough data
Agentic AI - Subscription Billing
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
7.1
13
Not enough data
4.1
13
Not enough data
Design
8.5
14
Not enough data
6.8
14
Not enough data
7.8
15
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
Not enough data
9.4
9
Not enough data
9.3
9
Not enough data
9.3
9
Not enough data
Administration
9.5
10
Not enough data
9.5
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
9.1
9
Not enough data
9.1
9
Not enough data
9.3
9
Not enough data
Payment Options
8.3
9
Not enough data
9.3
10
Not enough data
Security
8.0
9
Not enough data
Platform
8.0
9
Not enough data
8.1
9
Not enough data
Content
8.0
151
Not enough data
7.8
137
Not enough data
8.6
151
Not enough data
8.9
148
Not enough data
8.8
141
Not enough data
Collaboration
8.5
148
Not enough data
9.0
153
Not enough data
8.2
146
Not enough data
7.8
135
Not enough data
6.6
129
Not enough data
6.4
127
Not enough data
Bill Generation
8.7
56
Not enough data
9.2
61
Not enough data
9.2
60
Not enough data
Bill Processing
8.2
56
Not enough data
7.8
50
Not enough data
8.7
57
Not enough data
Integration
8.3
52
Not enough data
8.6
58
Not enough data
7.8
45
Not enough data
Agentic AI - Billing
6.7
7
Not enough data
Onboarding Setup
9.1
26
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
6.5
26
Not enough data
8.6
27
Not enough data
8.3
26
Not enough data
7.5
26
Not enough data
Customer Engagement
9.4
29
Not enough data
9.4
28
Not enough data
9.0
29
Not enough data
9.2
28
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
8.6
45
Not enough data
8.5
45
Not enough data
Automation
8.3
44
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
7.0
30
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
6.3
29
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
8.5
12
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
9.3
12
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
9.4
8
Not enough data
9.6
8
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
8.9
6
Not enough data
9.5
7
Not enough data
9.0
5
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.2
6
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and SmartVault are categorized as Client Portal and Cloud Content Collaboration
Unique Categories
Assembly is categorized as Client Onboarding, Payment Processing, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, E-Signature, Billing, Proposal, Contract Management, and Workplace Innovation Platforms
SmartVault is categorized as Document Management
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartVault
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
24.7%
Accounting
14.2%
Consulting
7.9%
Financial Services
7.1%
Information Technology and Services
5.2%
Other
40.8%
Accounting
53.6%
Financial Services
7.2%
Information Technology and Services
5.2%
Marketing and Advertising
4.1%
Public Safety
2.1%
Other
27.8%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
Is Smart Vault safe?
1 Comment
LP
Yes. Totally, I recommend it because my experience has been quite satisfactory.Read more
SmartVault has no more discussions with answers
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